Totum Financial Planning

: 26 Rod Mill Grove, Prescot, L34 1AB

: https://www.totumfp.co.uk/

: FCA Number: 990037

Number of Employees

No. of Financial Advisers: 1
No. of Employees: 2

As a firm of Lifestyle Financial Planners, we help working professionals take control of their financial position, meet their financial objectives and ultimately enjoy peace of mind.

How?

By providing answers to the following questions:

❓What are your financial objectives (often a question people initially don't know the answer to!)? Are you on track to meet these? How? What is your strategy?
❓What age do you plan to retire? What income sources will you have to make this possible?
❓Are your pensions and investments performing as they should be? Are they helping you move towards your financial objectives or pushing you further away?
❓Are you currently fully utilising your available tax allowances? If not, why not?
❓What would happen if you were suddenly unable to work? What impact would that have on your finances?

By answering these questions, we can then understand where the current limitations are and work with you to build a financial plan that gives you that financial peace of mind.

We have used this exact approach to help countless working professionals take control of their financial future.

Why choose to work with us?:

✅ We are proud to offer a lifestyle financial planning service, with a focus on your goals and aspirations.
✅ We are a whole of market advice firm, meaning we can work with any provider on the market to make sure you are getting the best deal.
✅ We utilise technology to tailor the financial planning service specifically to you, and deliver recommendations which are easy to understand.
✅ After the initial plan, we can continue to work with you to ensure that you remain on track to meet your objectives as the years go by.

If this sounds like something that would benefit you, please get in touch for a complimentary initial conversation.

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Totum Financial Planning is based in Prescot, has one financial adviser in Financial Services. Totum Financial Planning is registered with the FCA (registration number: 990037). You can check the firm registration with the FCA here.

Totum Financial Planning are approved by the FCA to give advice on:

Pensions & Retirements
Financial Planning
Investments
Mortgage
Life Insurance
Insurance
Commercial Insurance
Debt

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Totum Financial Planning from the Motorway

From the M57:
Upon reaching Junction 4, please take the A580 exit towards Knowsley and Industrial Park / Bootle.
Merge onto M57.
Upon reaching Junction 2, please take the A57 exit towards Prescot.
At the roundabout, proceed to take the fourth exit onto Huyton Lane / B5199.
At the next roundabout, take the first exit into Carr Lane.
At the subsequent roundabout, take the second exit onto Prescot Park Way.
Turn right onto Rod Mill Grove. Your destination will be located on your right.

List of advisers under Totum Financial Planning:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.